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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,097 | $77,920-11.3% | $149,723-53.9% | $75,177-8.1% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 24.11% | 31.72%-7.6pp | 134.50%-110.4pp | 160.75%-136.6pp |
| Employer contribution / active EE | $2,958 | $3,138-5.7% | $4,821-38.7% | $2,671+10.7% |
| Participant deferral / active EE | $5,034 | $3,411+47.6% | $5,682-11.4% | $4,126+22.0% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |